Individual Investor

Institutional Investor

Melissa Geertz, AIF®

Marketing Director

Melissa Geertz is the Marketing Director for Unified Trust Company. She joined Unified Trust in 2011 and has nearly 20 years of experience in the field of marketing.

Mrs. Geertz received her B.A. in Journalism from the University of Rhode Island. She was awarded the Accredited Investment Fiduciary® designation from Fi360 in 2017.

In her role, Mrs. Geertz is responsible for the development, oversight and execution of the firm’s marketing strategy including campaigns, advertising, brand management, digital experience, public relations, corporate communications and the execution of over 50 events annually. She reports to the Chief Executive Officer and serves as a member of Unified Trust Company's Trust Executive Committee.

Products and services offered by Unified Trust Company, N.A. are not insured by the FDIC, are not a deposit or other obligation of, or guaranteed by, Unified Trust Company, N.A., and are subject to investment risks, including possible loss of the principal amount invested.